Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,874 | $83,485-36.7% | $125,192-57.8% | $72,975-27.5% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 21.46% | 25.77%-4.3pp | 43.79%-22.3pp | 81.01%-59.6pp |
| Employer contribution / active EE | $489 | $2,346-79.1% | $3,866-87.3% | $2,440-80.0% |
| Participant deferral / active EE | $1,956 | $3,586-45.4% | $4,937-60.4% | $3,608-45.8% |
| Admin fee / account holder | $12,083 | $5,518+119.0% | $9,704+24.5% | $5,124+135.8% |